Huge statement from Apollo this morning:
"The current AI bubble is bigger than the 1990s tech bubble."
Apollo basically just said that the Dot-com bubble was just a preview of what we are in right now.
They note that the Forward P/E ratio for the top 10 tech stocks right now is ~40x.
Compared to 2000, at the peak of the Dot-com bubble, the Forward P/E on the top 10 tech stocks was ~26x.
This is also significantly higher than the ~23x peak seen in 1990 and ~26x peak seen in 1995.
Meanwhile, the S...

Mizuho believes Humana's guidance is a worst-case scenario and doesn't foresee these trends lasting throughout the year. Humana's CEO and CFO acknowledge the complex changes in the Medicare Advantage sector and predict 2025 as a 'repositioning' year with potential for below-average growth.